See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,407 | $111,754-9.3% | $103,333-1.9% | $145,922-30.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 17.40% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,725 | $4,212-59.0% | $3,868-55.4% | $4,660-63.0% |
| Participant deferral / active EE | $8,447 | $5,619+50.3% | $5,057+67.0% | $6,688+26.3% |
| Admin fee / account holder | $28,708 | $9,750+194.4% | $8,355+243.6% | $13,397+114.3% |